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DoubleScale | All-in-One CRM – Sales, Multi-Channel Marketing, Newsletter, Booking, Helpdesk, Automation, MCP & More
DoubleScale | All-in-One CRM – Sales, Multi-Channel Marketing, Newsletter, Booking, Helpdesk, Automation, MCP & More

DoubleScale | All-in-One CRM – Sales, Multi-Channel Marketing, Newsletter, Booking, Helpdesk, Automation, MCP & More

5/5 (5 ratings) 90 active installs Updated Sep 24, 2026
crmEmail Marketinghelpdesknewslettersales pipeline
Download v1.4.2 Plugin Website
<strong>Dashboard</strong> — Analytics overview with KPI cards, quick links, recent contacts, and contact analytics chart.

<strong>Dashboard</strong> — Analytics overview with KPI cards, quick links, recent contacts, and contact analytics chart.

DoubleScale is a self-hosted CRM for WordPress covering sales, newsletter, email marketing, SMS marketing, WhatsApp marketing, booking, helpdesk, and task & project management — in one plugin, on your own database. A built-in MCP server lets AI clients (Claude, Cursor, and compatible tools) operate DoubleScale with API keys, using the same module and permission gates as the rest of the product.

Use it as a newsletter plugin to send issues to lists and segments. Use it for email marketing broadcasts, drip sequences, and campaigns. Use it for SMS marketing via Twilio. Use it for WhatsApp marketing with Meta-approved templates. Those channels sit in the same plugin as CRM, sales pipelines, proposals and invoices, booking, helpdesk, tasks, projects, SMTP, automations, and MCP — one contact record, one activity timeline, one workflow engine, instead of stitching together Mailchimp, Twilio, a WhatsApp dashboard, Pipedrive, Calendly, a helpdesk, and a task app.

Enable or disable optional modules under Settings Modules so the admin stays lean.

Live demo: try.doublescale.io · Website: doublescale.io · Documentation: doublescale.io/docs

Modular architecture — enable or disable any module

DoubleScale is built as a modular plugin. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned on or off under Settings Modules. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities — assignments are preserved when you turn the module back on.

What’s inside one plugin

DoubleScale is a single install with first-class modules, each designed to feel like a dedicated product — and each toggleable when you do not need it:

1. CRM — contacts, lists, segmentation, activity timeline
A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a full activity timeline that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching.

2. Sales — pipelines, documents, and recurring revenue
Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription.

  • Pipelines — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to “Closed Won” send an invoice, assign a task, tag in CRM).
  • Proposals — branded quotes with line items, customer acceptance, and one-click convert to invoice.
  • Invoices — send, track, and collect payment online (Stripe and manual payments).
  • Contracts — templated agreements with signatures and lifecycle automations.
  • Credit notes — issue refunds and adjustments tied to invoices.
  • Taxes — configure tax rates and apply them to proposal, contract, and invoice line items.
  • Subscriptions — recurring billing and subscription management (Pro).
  • Client portal — embeddable logged-in customer hub ([doublescale_client_portal]) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard.

Every deal, document, and payment links to the same contact record, activity timeline, and automation engine.

3. Newsletter
Send a newsletter from WordPress to subscribers, lists, tags, or rule-based segments. Design each issue in the drag-and-drop email builder, schedule or send immediately, and track opens, clicks, bounces, and unsubscribes. Newsletter sends use the same contact record as the rest of the CRM, so a subscriber who books a meeting or opens a support ticket is still one person.

4. Email marketing
Full email marketing campaigns, not only newsletters. Broadcast to lists and segments, run A/B tests, reuse templates, and personalize with merge tags for any custom field.
* Email sequences (drip campaigns) — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions.
* Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs.

5. SMS marketing
SMS marketing broadcasts and triggered SMS via Twilio. The same audience, composer, and merge-tag system as email marketing — send promotions, reminders, and follow-ups as text messages. Opt-out handling and delivery logs stay on the contact record.

6. WhatsApp marketing
WhatsApp marketing with Meta-approved WhatsApp templates from the same campaign builder. Trigger conversations, broadcast to segments, and route inbound replies to the unified inbox so WhatsApp marketing sits next to email marketing and SMS marketing on one timeline.

7. Booking — self-service appointment scheduling
A full scheduling system inside WordPress — no Calendly needed. Create single events for one-on-one meetings (consultations, demos, coaching sessions) or team events where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence).

8. Tasks — team task management
Create, assign, schedule, and track tasks. Link them to contacts and deals. Due dates, reminders, status workflows. Stop running a separate ClickUp or Asana when 80% of your tasks are about customers anyway.

9. Projects — project boards linked to CRM and sales (Pro)
Manage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped Project Manager and Project Member roles keep delivery teams focused without granting full CRM admin access.

10. SMTP — multi-provider email routing
A complete wp_mail() replacement built into the CRM — no separate SMTP plugin required. Connect one or more of 20+ providers: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down.

11. Support — ticket-based helpdesk with mailbox channels and customer portal
A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence.

12. Analytics — dashboards & reports
A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), contact growth, automation execution, and email deliverability. Visual charts, KPI cards, custom date ranges, CSV exports. The numbers your founder, marketer, and ops lead all need — without exporting to a BI tool.

13. MCP — AI clients that can operate your CRM
DoubleScale ships a built-in Model Context Protocol (MCP) server. Enable it under MCP settings, issue API keys for eligible users, and connect Claude, Cursor, or other MCP-compatible clients. Tools cover contacts, documents, marketing, booking, forms, and more — gated by modules and roles, with validation on writes. Setup includes Application Password auth, Windows connection notes, and emailable instructions so teammates can connect without guessing.

14. User roles — scoped access for sales, support, booking, and project teams
DoubleScale ships dedicated roles (plus site administrators). Assign them under Settings Team. Users can hold multiple roles — capabilities merge across roles.

Sales (Pro)

  • CRM Manager — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role.
  • Sales Manager — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role.
  • Sales Rep — Own deals and contacts only; own proposals and invoices; create deals and log activities.

Projects (Pro)

  • Project Manager — Create and manage all projects, statuses, and assignments across the team.
  • Project Member — Work on projects assigned to them; update progress and join discussions.

Support

  • Support Manager — View and manage every support ticket; assign agents; reply on any thread.
  • Support Agent — View the Support module; reply on tickets assigned to them.

Booking

  • Booking Manager — Read and manage all calendars, bookings, and availability schedules across the team.
  • Booking Agent — Manage only own calendars, bookings, and availability.

Administrators

  • WordPress Administrator — Every DoubleScale capability automatically.

Notes

  • CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require DoubleScale Pro.
  • Support, Booking, and Projects roles are available when those modules are enabled.
  • Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on.

Plus: a visual automation engine that connects every module

Underneath every module is one workflow builder. 100+ triggers across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into multi-step automations with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook.

Automation integrations:

  • E-commerce — WooCommerce (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart
  • Forms — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, JetFormBuilder (Pro)
  • LMS — LearnDash, Tutor LMS, LifterLMS, LearnPress
  • Membership — MemberPress, Paid Memberships Pro
  • Media — Presto Player
  • Messaging — Email received, SMS received, WhatsApp received
  • CRM — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received
  • Booking — Booking created, confirmed, completed, rescheduled, cancelled
  • Support — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned

Key capabilities

  • MCP for AI clients — Built-in MCP server so Claude, Cursor, and compatible tools can list, create, and update CRM data via API keys, with the same module and role gates as wp-admin.
  • AI-powered writing and assistance — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data.
  • Modular architecture — enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from Settings Modules.
  • One contact record shared across every module — campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact.
  • Unlimited contacts and custom fields with no per-contact or per-seat fees.
  • Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.
  • GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.
  • Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.
  • Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.
  • 15 form-builder integrations — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro).

Who DoubleScale is for

Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want a self-hosted WordPress CRM for sales, marketing, booking, helpdesk, and delivery — plus MCP so AI tools can work inside that same stack — instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts — DoubleScale is built to scale with your business, not punish it with row-count surcharges.

Learn more at doublescale.io.

See how DoubleScale stacks up against popular CRM and marketing automation tools:

Source Code

This plugin includes compiled JavaScript and CSS in the build/ directory. Human-readable source lives in src/.

Public repository: DoubleScale on GitHub

Build from source
1. Install Node.js (LTS recommended)
2. From the plugin directory: npm install
3. Production assets: npm run build
4. Development/watch: npm run dev

Outputs include client bundles under build/. Third-party libraries are listed in package.json.

Lint / code standards

The PHP code follows the WordPress Coding Standards (WPCS 3.x) with WordPress-Extra (security sniffs) and PHPCompatibilityWP enabled.

  1. composer install — installs PHPCS, WPCS, and the rest of the dev tools.
  2. composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/.
  3. composer format — runs phpcbf to auto-fix what it can (whitespace, indentation, brace style).

For plugin-structure / readme / asset-organization checks, install the official Plugin Check plugin into a local WordPress install and run it via Tools Plugin Check. Plugin Check is the same tool the WordPress.org review team runs.

Privacy Policy

DoubleScale stores CRM, campaign, booking, task, support, and analytics data in your WordPress database. The plugin does not transmit that core repository to DoubleScale servers by default.

Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers’ terms — and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations.

Privacy-minded operators have access to: per-contact GDPR exports, hard-delete workflows, consent tracking per channel, retention rules for tracking data, and unsubscribe handling for every send.

External Services

DoubleScale connects to external services only when you configure those integrations. No data is transmitted without your API keys, OAuth grants, or explicit provider setup. Each provider listed below …